Configuration
Configuration sections
Order preparation configuration is available from menu
Stores > Settings > Configuration > Boostmyshop > Order preparation
General
| Option |
Description |
|---|---|
| Many orders mode |
This option will speed up the order preparation screen loading, by only loading content of tabs "In stock" and "In progress" when the screen is displayed.
Other tabs ("Partial", "Backorder" & "On Hold") will only be loaded when you click on them.
|
Attributes
Configure here attributes to use through the order preparation screen.
| Option |
Description |
|---|---|
| Barcode attribute |
Used in packing screen during products scan to retrieve them. Also displayed in Picking PDF (small font layout only) and Packing screen. |
| Shelf location attribute |
Location of the product in the warehouse. Displayed in Picking PDF (small font layout only), and in Packing screen. |
| Manufacturer attribute |
Not used anymore. |
| Volume attribute |
Used to calculate orders total volume, displayed in the “In progress” tab of the preparation screen and in the Picking list (in order information section). |
| Package number attribute |
Available as a shipping template code for each order. |
| Mpn attribute |
Only used for display purpose, in all product pages ERP view. |
Order preparation steps
You can select from this section all available steps of order preparation screen.
In progress orders
| Option |
Description |
|---|---|
| Create invoice |
Create invoices for orders when they are added to the "In progress" tab |
Batch
The batch system will replace the "In progress" tab by "batch" tabs allowing to easily prepare batch of orders, that will be grouped based on their shipping method and products they contain.
The tabs added will be :
- New batches : Batches newly created, for which shipping labels will be pregenerated (if the pregeneration option below is enabled).
- Active batches : Batches for which picking lists have been printed, currently prepared.
- All batches : Batches history.
| Options |
Description |
|---|---|
| Enable |
Enable the batch system |
| Min number of order(s) in unique batches |
Minimum number of orders needed to create a batch of type "unique" |
| Max number of order(s) in unique batches |
Maximum number of orders allowed for batches of type "unique" |
| Min number of order(s) in single batches |
Minimum number of orders needed to create a batch of type "single" |
| Max number of order(s) in single batches |
Maximum number of orders allowed for batches of type "single" |
| Max number of order(s) in multiple batches |
Maximum number of orders needed to create a batch of type "multiple" |
| Print format |
Format of Picking list PDFs generated bor batches |
| Disable label pregeneration |
Disable shipping labels pregeneration during the order preparation process |
Picking
| Options |
Description |
|---|---|
| PDF Layout |
Set the picking list layout. You can chose between ‘Large font with image’ or ‘Small font’ |
| Include global picklist |
Include a summary page of all products to pickup to prepare all orders from the "In Progress" tab |
| Print organizers |
Include one page by order displaying products to pickup, for all orders from the "In Progress" tab |
| Include single order picklist |
Minimum number of orders needed to create a batch of type "single" |
| Sort mode |
Select the way products on picking list pages will be sorted. |
| Print custom options |
Display or not products custom options on picking list pages. |
| Group bundle items |
Group bundle items together with the parent product on picking list pages |
| Enable picking per bin |
Enable the picking per bin feature, which allow to prepare orders using a mobile bins cart. Orders will be numbered on picking list pages to match bins cart. |
| Cart bin size |
Size of the cart bins, meaning how many orders can be put in each cart bin.
|
|
Print format
|
Format of the picking list PDF
|
Packing
| Options |
Description |
|---|---|
| Change order status after packing |
Allow to modify the order status when you confirm the packing |
| Order status to define if state is processing |
Requires previous setting enabled ‘Change order status after packing’ : Order status to define if the order state is processing |
| Order status to define if state is complete |
Requires previous setting enabled ‘Change order status after packing’ : Order status to define if the order state is complete |
| Allow partial packing |
If enabled, you can partially pack an order from the packing screen : then only scanned products will be added to the new shipment |
| Create order shipment |
If enabled, a shipment is created when you confirm the packing |
| Create order invoice |
If enabled, an invoice is created when you confirm the packing |
| Invoice only shipped items |
Requires previous setting enabled : only packed products will be invoiced |
| Automatic invoice download |
Once you confirm the packing, the invoice PDF document is automatically downloaded |
| Automatic packing slip download |
Once you confirm the packing, the shipment PDF document (packing slip) is automatically downloaded |
| Automatic shipping label / carrier template download |
Once you confirm the packing, the carrier template file is automatically downloaded |
Download documents
| Options |
Description |
|---|---|
| Include invoices |
If you need to include invoices in documents to download |
| Include packing slips |
If you need to include packing slips in documents to download |
Order statuses mapping
The order statuses mapping section will help you to
manage the distribution of all Magento "opened" orders into the different Order preparation screen tabs
.
There will be no automatic distribution of orders between the different tabs based on ordered products stock levels unless the
Inventory Management module or the full
ERP extension has also been installed.
The Order preparation module alone can only distribute orders between thge different tabs based on order statuses.
Only these modules can manage the distribution of orders between the Order preparation screen tabs based on the stock reservation system, that will be able to differenciate in stock, partial and out of stock orders.
Each tab of the Order preparation screen (except the “In progress” one which contains orders you have added manually) have a list from where you can select which order statuses will be associated to it :
If you select the same statuses for differents tab, orders having these statuses will be displayed in each tabs.
Address label
This section helps to configure how address labels wil be generated (see : Address labels configuration).
You can configure the size of pages generated using Label width & Label height settings, and modify the left and top margin with Left margin and Top margin settings.
You can also define what font size will be used with the Text size setting.
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